Branch Manager Workshop - October 29-30 - Charlotte, NC

Mon Oct 29, 2018 - 8:30am to Tue Oct 30, 2018 - 4:00pm
Hosted By: 
Lorrie Wohlfeil, Jack Kelly & Featuring Rex Johnson

LEARN CROSS-SELLING & TRACKING METHODS THAT WILL HAVE YOUR BRANCH ACHIEVING PEAK PERFORMANCE

As a branch manager or supervisor, your leadership is essential to the advancement of your organization’s strategic goals and credibility as a trusted financial partner. LSCI’s Branch Manager Workshop will provide valuable insight into effectively managing staff and creating a culture of excellence.

REGISTER HERE!

Location: 

Hilton Charlotte University Place
8629 J M Keynes Dr
Charlotte, NC 28262
Room Rate:  $149 through 10/14/18

Reservations: 704-547-7444 or http://www.hilton.com/en/hi/groups/personalized/C/CLTHUHF-BRANCH-2018102...

Deadline for Registration:  October 19, 2018

Tuition: 

$895

Classroom Topics: 

•  Defining the role of the Branch Manager
•  Utilizing resources to increase profitability
•  Effective ways to run the branch like a business
•  Marketing strategies to gain new member business
•  Fostering lifetime memberships & long-term growth
•  Appreciating every member opportunity
•  Effective hiring and training strategies
•  Practical tracking skills to help stay organized 
•  Using the score as a sales tool with sample score enhancement exercises
•  Engaging members during new account onboarding
• Setting up members with a credit card from the onset